Updates

Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

General Data Protection Regulation (GDPR) Update

by Amy Nechat • Thursday, 14th September 2017 • Blog posts
General Data Protection Regulation, or GDPR, which comes into practice on 25th May 2018, will change how personal data can be used and will overhaul how we: Obtain your consent to hold your data and maintain its accuracy Process and handle your data Can be fined for data breaches or… Read More

Coffee morning for Toby’s Trust

by Amy Nechat • Thursday, 14th September 2017 • Charity events
We are delighted to announce that our annual coffee morning will take place on Friday 17th November 2017 from 9am at our offices. Once again we will have arts and crafts stalls for you to peruse and potentially buy some early Christmas presents, raffle tickets to purchase for some great… Read More

Client Event – Delapré Abbey

by Amy Nechat • Thursday, 14th September 2017 • Client events
Earlier this week, we hosted the second of our summer events, entertaining 40 clients at an exclusive event at the newly refurbished and renovated Delapré Abbey. Set within the beautiful and varied landscape of Delapré Park in Northampton and not open to the public yet, we managed to secure… Read More

We’re going for it!

by Amy Nechat • Thursday, 14th September 2017 • Charity events
The team at Jane Smith Financial Planning have committed to completing a challenge to improve our health and wellbeing through increased physical activity and to raise some money for our chosen charity. 1,000 miles in 10 weeks So from this month, September 2017, we will kick off our 1,000 Mile… Read More

Client GDPR Update

by Amy Nechat • Thursday, 14th September 2017 • Blog posts
General Data Protection Regulation, or GDPR, which comes into practice on 25th May 2018, will change how personal data can be used and will overhaul how we: Obtain your consent to hold your data and maintain its accuracy Process and handle your data Can be fined for data breaches or… Read More

Changes to state pension age

by Amy Nechat • Thursday, 14th September 2017 • Blog posts, Financial Planning
New plans announced in July mean that the rise in the pension age to 68 for men and women will now happen by 2039 (7 years earlier than planned), and will affect 5.8 million people aged between 39 and 47. What does this mean? The increase affects those born between… Read More

Big Olney Bake Off 2017

by Amy Nechat • Tuesday, 4th July 2017 • Sponsorship events
The Big Olney Bake Off is an essential part of The Big Olney Food Festival. After it’s success last year, which raised money for Toby’s Trust and Ian Roberts Proposed Music School, it seems as if everyone in Olney and the surrounding areas just love to bake. We are therefore delighted to… Read More
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